Tread carefully. I inherited a small sum of money from my mother. Due to the time difference…read morebetween west coast and Ohio, it was very difficult to connect with Shaun. It seems like every time I would try to reach him, he had already left the office. He ended up "firing" me. Transferred my portion of my mothers trust to a corporate customer service department. Wow! No warning whatsoever; it was very difficult to access my mo eat after this. He refused to take my calls after the account was transferred. He failed to inquire what my other assets are. He was managing about 10% of my net worth and never took the time to ask questions. I think he treated me poorly because he thought I was a client with small net worth. My mother really trusted him so I stayed with him out of loyalty. She would roll over in her grave if she knew how he treated me.